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Rio Tinto shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Rio Tinto (RIO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Rio Tinto

Tip: Access up to 7 years of quarterly data

All positions including Rio Tinto held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rio Tinto by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $317k 5.4k 58.32
2025-03-31 $290k 4.8k 60.07
2024-12-31 $437k 7.4k 58.81
2024-09-30 $473k 6.6k 71.17
2024-06-30 $346k 5.2k 65.93
2024-03-31 $274k 4.3k 63.74
2023-12-31 $332k 4.5k 74.45
2023-09-30 $422k 6.6k 63.64
2023-06-30 $245k 333k 0.74
2022-06-30 $656k 11k 60.97
2022-03-31 $365k 4.5k 80.29
2021-06-30 $246k 2.9k 84.05
2021-03-31 $201k 2.6k 77.70
2019-12-31 $202k 3.4k 59.41